Purpose of the role

The position is within the Retail Operations division, an area responsible for processing transactions from clients and independent financial advisers, as well as providing administrative support for the firms retail investment offering.

The purpose of the role is to ensure the high service standard at at the client is maintained through building strong client relationships and delivering excellent client service to our clients and independent financial advisers. You will be responsible for ensuring all incoming instructions are responded to and processed and any pending instructions are followed up on. You will report to a team leader, which requires you to work actively within a team but also independently.

Responsibilities

? Checking and accurately processing all incoming or pending instructions. These include:

? New business transactions, e.g. opening a new investment account

? Existing business transactions, e.g. where a client adds or withdraws money or makes changes to their investment

? Providing clients and advisers with a superior level of client service through call and email communications, e.g. responding on time and diligently to all requests from clients, advisers and internal business teams

? Maintaining accurate record-keeping on internal systems of all interactions with clients and advisers

? Knowledge of various legislative requirements relating to investment products

? Supporting members of your team and the team leader, e.g. assisting with technical queries, workflow and processes

Job specification

? Relevant business degree and/or job-related experience

? Sound knowledge of the life insurance industry (including pension funds) and/or the unit trust industry would be an advantage

Key attributes and competencies

? Accuracy and attention to detail

? Excellent time management skills

? Excellent problem-solving skills

? Client-focused with strong verbal and written communication skills

? Self-motivated and agile with the ability to function well under pressure

? Intermediate computer literacy skills in Microsoft Word or Excel

Retail Operations Consultant position available in Western Cape, Cape Town. This job position was posted by Palesa Mbali Group. The job has been posted as a premium ad on 2025-03-17 at 13:10:28 in the It Computer category

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